WP
TFC icon

WealthPLAN Partners’s Truist Financial TFC Stock Holding History

WealthPLAN Partners’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,570
Closed -$260K – 1081
2023
Q2 		$260K Sell
8,570
-2,463
-22% -$76.5K 0.04% 258
2023
Q1 		$376K Sell
11,033
-5,644
-34% -$246K 0.04% 228
2022
Q4 		$814K Buy
+16,677
New +$732K 0.06% 191
2022
Q1 		$1.2M Sell
24,920
-3,138
-11% -$194K 0.08% 157
2021
Q4 		$1.76M Buy
28,058
+272
+1% +$16.6K 0.12% 131
2021
Q3 		$1.68M Buy
27,786
+113
+0.4% +$6.31K 0.11% 130
2021
Q2 		$1.63M Buy
+27,673
New +$1.63M 0.11% 122
2017
Q2 		– Sell
-104
Closed -$4.56K – 398
2017
Q1 		$4.56K Buy
+104
New +$4.86K 0.02% 358
2016
Q3 		$22.5K Sell
587
-627
-52% -$23.4K 0.01% 462
2016
Q2 		$21.6K Buy
+1,214
New +$42.4K ﹤0.01% 1362

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return